Perry D Hart

My background in having been both a small business owner, as well as the VP of Sales and Marketing for a Tech Company, has allowed me to build a practice where I understand both the needs of client's that are complex, as well as those who need to know they will have what is required for the retirement they envision for themselves.

The goals may be challenging, yet the process is simple…I listen and ask questions. The biggest question I ask is, "What is important to you?" With the answer to that question, I work to help people reach their...